You'll need to sign in or create an account to connect with an expert.
A distribution for fees (like management fees) charged to the account is not considered a distribution and needs no 1099-SA. I would lump the printing of checks for the HSA into the same category.
If they sent you a 1099-SA anyway, then enter it and mark that it was for qualified medical expenses.
A distribution for fees (like management fees) charged to the account is not considered a distribution and needs no 1099-SA. I would lump the printing of checks for the HSA into the same category.
If they sent you a 1099-SA anyway, then enter it and mark that it was for qualified medical expenses.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
acnorwood
New Member
Michael16
Level 4
tonybeo
Level 3
HollyP
Employee Tax Expert
helpinMI
Returning Member